Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Shea-roop is a financial advisor with Morgan Stanley. Jennifer has been in the financial services industry since 2005 and has a broad range of experience. Jennifer holds several securities licenses, including Series 7, 6, 63, and 65, and has passed the SIE exam. Jennifer is registered with the Financial Industry Regulatory Authority (FINRA) and is a member of the state of Virginia and Texas. Jennifer specializes in providing financial advice to individuals, businesses, and institutions. Jennifer has a strong understanding of investment strategies, financial planning, and retirement planning. Jennifer is committed to providing her clients with personalized financial advice and guidance. Jennifer is a valuable asset to any investor who is looking for a knowledgeable and experienced financial advisor.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
VA
07/18/2014 - Present
Morgan Stanley (WINCHESTER VA)
VA
07/12/2005 - 07/21/2014
WELLS FARGO ADVISORS, LLC (WINCHESTER VA)
IA
Issued 01/16/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/14/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/2005
Series 7 - General Securities Representative Examination
BC
Issued 07/11/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Jennifer Shea-roop is the right advisor for you? Invested Better is here to help.
